Mount Yale Investment Advisors’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$74.5K	Buy	+938	New	+$74.5K	0.01%	710
2018 Q4	–	Sell	-858	Closed	-$42K	–	647
2018 Q3	$42K	Buy	+858	New	+$42K	0.01%	635